Filed: 8/13/2026ACC: 0001689144-26-000003
📋 What this filing means
LEGACY BRIDGE, LLC filed this quarterly 13F‑HR report disclosing 322 equity positions with a total reported market value of $323.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
322
Positions
$323.78M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
COM$183.91M56.8%
CL A$12.92M4.0%
COM CL A$9.33M2.9%
COM SHS$8.04M2.5%
SHS$7.77M2.4%
CAP STK$5.98M1.8%
SPONSORED ADS$5.60M1.7%
Portfolio Concentration
Top 3$37.41M11.6%
4–10$50.26M15.5%
11–25$67.16M20.7%
Rest$168.95M52.2%
Top 3 weight
11.6%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Sole
Full voting authority
2.16M
shares
% of voting shares94.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
115.21K
shares
% of voting shares5.1%
Investment Discretion (by position count)
Sole322
Shared0
Other0
Dominant voting typeSole · 94.9% of voting shares
Institutional Holdings322
Rows:
GE VERNOVA INC
SOLEShares11.29K
TypeSH
Market value$13.26M
4.10%
Sole
10.85K
Shared
0.00
None
439.00
STERLING INFRASTRUCTURE INC
SOLEShares14.70K
TypeSH
Market value$12.34M
3.81%
Sole
13.77K
Shared
0.00
None
928.00
NVIDIA CORPORATION
SOLEShares58.99K
TypeSH
Market value$11.80M
3.65%
Sole
57.11K
Shared
0.00
None
1.88K
CATERPILLAR INC
SOLEShares7.68K
TypeSH
Market value$8.18M
2.53%
Sole
7.47K
Shared
0.00
None
206.00
BROADCOM INC
SOLEShares20.42K
TypeSH
Market value$7.71M
2.38%
Sole
19.75K
Shared
0.00
None
670.00
MICRON TECHNOLOGY INC
SOLEShares6.43K
TypeSH
Market value$7.43M
2.29%
Sole
6.04K
Shared
0.00
None
393.00
PALANTIR TECHNOLOGIES INC
SOLEShares60.44K
TypeSH
Market value$7.05M
2.18%
Sole
56.21K
Shared
0.00
None
4.23K
ARISTA NETWORKS INC
SOLEShares39.57K
TypeSH
Market value$6.72M
2.08%
Sole
38.83K
Shared
0.00
None
745.00
VERTIV HOLDINGS CO
SOLEShares20.07K
TypeSH
Market value$6.72M
2.08%
Sole
18.66K
Shared
0.00
None
1.40K
CELESTICA INC
SOLEShares17.68K
TypeSH
Market value$6.45M
1.99%
Sole
17.19K
Shared
0.00
None
484.00
WEST BANCORPORATION INC
SOLEShares225.58K
TypeSH
Market value$5.98M
1.85%
Sole
225.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares11.70K
TypeSH
Market value$5.59M
1.73%
Sole
11.09K
Shared
0.00
None
604.00
NEBIUS GROUP N.V.
SOLEShares19.33K
TypeSH
Market value$5.34M
1.65%
Sole
18.29K
Shared
0.00
None
1.04K
ADVANCED MICRO DEVICES INC
SOLEShares9.16K
TypeSH
Market value$5.32M
1.64%
Sole
8.44K
Shared
0.00
None
719.00
ELI LILLY & CO
SOLEShares3.98K
TypeSH
Market value$4.77M
1.47%
Sole
3.87K
Shared
0.00
None
112.00
AMAZON COM INC
SOLEShares18.99K
TypeSH
Market value$4.53M
1.40%
Sole
18.40K
Shared
0.00
None
592.00
WALMART INC
SOLEShares38.73K
TypeSH
Market value$4.39M
1.35%
Sole
36.35K
Shared
0.00
None
2.38K
EATON CORP PLC
SOLEShares10.18K
TypeSH
Market value$4.34M
1.34%
Sole
9.97K
Shared
0.00
None
207.00
ASML HLDG NV
SOLEShares2.13K
TypeSH
Market value$4.23M
1.31%
Sole
2.03K
Shared
0.00
None
96.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares15.03K
TypeSH
Market value$4.09M
1.26%
Sole
13.87K
Shared
0.00
None
1.16K
PALO ALTO NETWORKS INC
SOLEShares11.24K
TypeSH
Market value$3.83M
1.18%
Sole
11.24K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares5.93K
TypeSH
Market value$3.79M
1.17%
Sole
5.50K
Shared
0.00
None
426.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.56K
TypeSH
Market value$3.78M
1.17%
Sole
7.27K
Shared
0.00
None
290.00
ALPHABET INC
SOLEShares10.70K
TypeSH
Market value$3.78M
1.17%
Sole
10.12K
Shared
0.00
None
578.00
JOHNSON CONTROLS INTERNATION
SOLEShares23.38K
TypeSH
Market value$3.42M
1.06%
Sole
22.24K
Shared
0.00
None
1.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GE VERNOVA INCSOLE | COM | 11.29K | SH | $13.26M 4.10% | 10.85K | 0.00 | 439.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 14.70K | SH | $12.34M 3.81% | 13.77K | 0.00 | 928.00 |
NVIDIA CORPORATIONSOLE | COM | 58.99K | SH | $11.80M 3.65% | 57.11K | 0.00 | 1.88K |
CATERPILLAR INCSOLE | COM | 7.68K | SH | $8.18M 2.53% | 7.47K | 0.00 | 206.00 |
BROADCOM INCSOLE | COM | 20.42K | SH | $7.71M 2.38% | 19.75K | 0.00 | 670.00 |
MICRON TECHNOLOGY INCSOLE | COM | 6.43K | SH | $7.43M 2.29% | 6.04K | 0.00 | 393.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 60.44K | SH | $7.05M 2.18% | 56.21K | 0.00 | 4.23K |
ARISTA NETWORKS INCSOLE | COM SHS | 39.57K | SH | $6.72M 2.08% | 38.83K | 0.00 | 745.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 20.07K | SH | $6.72M 2.08% | 18.66K | 0.00 | 1.40K |
CELESTICA INCSOLE | COM | 17.68K | SH | $6.45M 1.99% | 17.19K | 0.00 | 484.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 225.58K | SH | $5.98M 1.85% | 225.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 11.70K | SH | $5.59M 1.73% | 11.09K | 0.00 | 604.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 19.33K | SH | $5.34M 1.65% | 18.29K | 0.00 | 1.04K |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.16K | SH | $5.32M 1.64% | 8.44K | 0.00 | 719.00 |
ELI LILLY & COSOLE | COM | 3.98K | SH | $4.77M 1.47% | 3.87K | 0.00 | 112.00 |
AMAZON COM INCSOLE | COM | 18.99K | SH | $4.53M 1.40% | 18.40K | 0.00 | 592.00 |
WALMART INCSOLE | COM | 38.73K | SH | $4.39M 1.35% | 36.35K | 0.00 | 2.38K |
EATON CORP PLCSOLE | SHS | 10.18K | SH | $4.34M 1.34% | 9.97K | 0.00 | 207.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.13K | SH | $4.23M 1.31% | 2.03K | 0.00 | 96.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 15.03K | SH | $4.09M 1.26% | 13.87K | 0.00 | 1.16K |
PALO ALTO NETWORKS INCSOLE | COM | 11.24K | SH | $3.83M 1.18% | 11.24K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 5.93K | SH | $3.79M 1.17% | 5.50K | 0.00 | 426.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.56K | SH | $3.78M 1.17% | 7.27K | 0.00 | 290.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.70K | SH | $3.78M 1.17% | 10.12K | 0.00 | 578.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 23.38K | SH | $3.42M 1.06% | 22.24K | 0.00 | 1.14K |
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